Institutions / Phillips Wealth Planners LLC / Activity
Activity — Phillips Wealth Planners LLC
234 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Trim | 46432F842 Common stock | $-30.2K | -311 -4.64% | 6,390 0.46% of portfolio | low |
| Q2 2026 as of | Trim | Allstate Corp Common stock | $-31.7K | -126 -8.29% | 1,393 0.26% of portfolio | low |
| Q2 2026 as of | Trim | 922042775 Common stock | $-31.9K | -385 -1.77% | 21,325 1.30% of portfolio | low |
| Q2 2026 as of | Trim | TotalEnergies SE Common stock | $-32.5K | -417 -3.25% | 12,402 0.71% of portfolio | low |
| Q2 2026 as of | Add | RPM International Inc Common stock | $32.8K | +303 +10.79% | 3,110 0.25% of portfolio | low |
| Q2 2026 as of | Add | 464287440 Common stock | $33.7K | +360 +16.33% | 2,565 0.18% of portfolio | low |
| Q2 2026 as of | Add | G27907107 Common stock | $34.2K | +2K +22.77% | 12,978 0.14% of portfolio | low |
| Q2 2026 as of | Add | Terreno Realty Corp Common stock | $35.7K | +519 +12.61% | 4,635 0.23% of portfolio | low |
| Q2 2026 as of | Trim | Diamondback Energy, Inc. Common stock | $-38.6K | -214 -9.71% | 1,991 0.26% of portfolio | low |
| Q2 2026 as of | Trim | 29250N105 Common stock | $-39.7K | -721 -11.55% | 5,519 0.22% of portfolio | low |
| Q2 2026 as of | Trim | 464287226 Common stock | $-40.1K | -408 -3.02% | 13,117 0.95% of portfolio | low |
| Q2 2026 as of | Add | Brown & Brown, Inc. Common stock | $40.8K | +589 +17.62% | 3,931 0.20% of portfolio | low |
| Q2 2026 as of | Trim | NXP Semiconductors N.V. Common stock | $-41.0K | -150 -8.84% | 1,546 0.31% of portfolio | low |
| Q2 2026 as of | Add | Merck & Co., Inc. Common stock | $41.6K | +323 +5.08% | 6,685 0.63% of portfolio | low |
| Q2 2026 as of | Add | International Flavors & Fragrances Inc Common stock | $41.7K | +509 +10.46% | 5,373 0.32% of portfolio | low |
| Q2 2026 as of | Add | 81369Y886 Common stock | $43.5K | +952 +10.37% | 10,134 0.34% of portfolio | low |
| Q2 2026 as of | Trim | 78468R663 Common stock | $-44.1K | -482 -8.50% | 5,188 0.35% of portfolio | low |
| Q2 2026 as of | Add | Becton Dickinson & Co Common stock | $46.6K | +298 +21.70% | 1,671 0.19% of portfolio | low |
| Q2 2026 as of | Trim | Prologis Inc Common stock | $-47.0K | -327 -15.05% | 1,846 0.20% of portfolio | low |
| Q2 2026 as of | Add | 81369Y407 Common stock | $48.5K | +413 +11.61% | 3,970 0.34% of portfolio | low |
| Q2 2026 as of | Add | Stryker Corp Common stock | $50.1K | +152 +22.00% | 843 0.20% of portfolio | low |
| Q2 2026 as of | Trim | 464287549 Common stock | $-50.8K | -324 -10.12% | 2,877 0.33% of portfolio | low |
| Q2 2026 as of | Trim | Expeditors International of Washington Inc Common stock | $-51.7K | -312 -14.89% | 1,784 0.22% of portfolio | low |
| Q2 2026 as of | Trim | Axis Capital Holdings Ltd Common stock | $-52.0K | -454 -12.16% | 3,281 0.28% of portfolio | low |
| Q2 2026 as of | Add | AT&T Inc. Common stock | $53.5K | +3K +12.54% | 22,751 0.35% of portfolio | low |
| Q2 2026 as of | Trim | Kroger Co Common stock | $-53.7K | -917 -17.15% | 4,431 0.19% of portfolio | low |
| Q2 2026 as of | Add | Emerson Electric Co Common stock | $58.5K | +424 +21.01% | 2,442 0.25% of portfolio | low |
| Q2 2026 as of | Add | Dick's Sporting Goods Inc Common stock | $60.2K | +270 +16.00% | 1,958 0.32% of portfolio | low |
| Q2 2026 as of | Add | Amphenol Corp /De Common stock | $61.7K | +389 +9.40% | 4,526 0.53% of portfolio | low |
| Q2 2026 as of | Trim | Gilead Sciences, Inc. Common stock | $-62.5K | -458 -11.72% | 3,450 0.35% of portfolio | low |
| Q2 2026 as of | Trim | GE Vernova Inc. Common stock | $-62.5K | -58 -8.19% | 650 0.52% of portfolio | low |
| Q2 2026 as of | Trim | JPMorgan Chase & Co Common stock | $-63.4K | -187 -2.51% | 7,254 1.81% of portfolio | low |
| Q2 2026 as of | Trim | 46434G103 Common stock | $-64.7K | -811 -13.28% | 5,297 0.31% of portfolio | low |
| Q2 2026 as of | Add | Coca Cola Co Common stock | $66.2K | +788 +5.74% | 14,508 0.90% of portfolio | low |
| Q2 2026 as of | Trim | Cisco Systems, Inc. Common stock | $-67.6K | -605 -17.58% | 2,837 0.23% of portfolio | low |
| Q2 2026 as of | Add | 81369Y209 Common stock | $68.4K | +416 +5.86% | 7,518 0.91% of portfolio | low |
| Q2 2026 as of | Trim | G7709Q104 Common stock | $-68.4K | -1K -9.03% | 11,929 0.51% of portfolio | low |
| Q2 2026 as of | Trim | Abbott Laboratories Common stock | $-69.5K | -725 -7.95% | 8,398 0.59% of portfolio | low |
| Q2 2026 as of | Add | 780259305 Common stock | $70.7K | +862 +24.98% | 4,313 0.26% of portfolio | low |
| Q2 2026 as of | Trim | Kinder Morgan, Inc. Common stock | $-72.7K | -2K -14.95% | 12,735 0.30% of portfolio | low |
| Q2 2026 as of | Trim | Morgan Stanley Common stock | $-74.6K | -336 -17.14% | 1,624 0.27% of portfolio | low |
| Q2 2026 as of | Add | FirstEnergy Corp Common stock | $76.2K | +2K +37.00% | 5,832 0.21% of portfolio | low |
| Q2 2026 as of | Trim | Amkor Technology Inc Common stock | $-76.9K | -1K -21.80% | 4,222 0.20% of portfolio | low |
| Q2 2026 as of | Add | Verizon Communications Inc Common stock | $77.3K | +2K +15.58% | 13,463 0.42% of portfolio | low |
| Q2 2026 as of | Trim | Home Depot, Inc. Common stock | $-85.6K | -248 -6.12% | 3,804 0.97% of portfolio | low |
| Q2 2026 as of | Add | Mondelez International, Inc. Common stock | $86.6K | +1K +22.91% | 7,716 0.34% of portfolio | low |
| Q2 2026 as of | Trim | 464287804 Common stock | $-89.1K | -613 -8.43% | 6,660 0.71% of portfolio | low |
| Q2 2026 as of | Add | 110448107 Common stock | $90.5K | +1K +17.10% | 10,024 0.46% of portfolio | low |
| Q2 2026 as of | Trim | Amgen Inc Common stock | $-90.9K | -247 -7.92% | 2,870 0.78% of portfolio | low |
| Q2 2026 as of | Trim | Mastercard Inc Common stock | $-92.0K | -173 -17.32% | 826 0.32% of portfolio | low |